Note: Only Admins are authorized to export data, if you are a recruiter, please contact your admin.
Exporting data is very straight forward in Recruit CRM. The method of exporting data for following records is the same
Let's start with exporting selected candidates/contacts from the list page or a Hotlist.
- Go to Candidates or Contacts
- Select a bunch of candidates/contacts that you want to export
- Click on "Export to CSV" button
- Choose fields that you want to have in the exported sheet
- Hit "Export to CSV" button to download the file
The GIF below explains how you can export selected candidates/contacts to CSV/Excel.
Steps to be followed while exporting data from Reports:
- Go to Reports section
- Choose a report you want to export
- Select parameters to generate the report
- Once the report is ready, click on "Export Report to CSV" button
The GIF below explains how you can export a report to CSV/Excel.
If you have any questions, please feel free to contact us via the messenger icon from your bottom right. The blue one :)